Mary N. Koenig

HARVARD SQUARE FINANCIAL PLANNING

Lexington, MA

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CRD#: 4579616

Professional summary

Mary Nmn Koenig, CFP®, who also goes by Mary Koenig Ms., is a registered financial advisor currently at HARVARD SQUARE FINANCIAL PLANNING located in Lexington, Massachusetts.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mary has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Koenig Ms.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Nmn Koenig's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 2, 2013 - Present

HARVARD SQUARE FINANCIAL PLANNING

RIA

CRD#: 166131

Lexington, MA

Past

September 10, 1999 - December 11, 2012

TFC FINANCIAL MANAGEMENT INC

RIA

CRD#: 105062

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/2/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

HARVARD SQUARE FINANCIAL PLANNING

HARVARD SQUARE FINANCIAL PLANNING | HARVARD SQUARE FINANCIAL PLANNING, LLC

CRD#: 166131 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/2/2013 Approved)

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Contact information

Main Address

Lexington, MA

Mailing Address

Phone number

(781) 652-8862

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Mary N. Koenig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Nmn Koenig's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARVARD SQUARE FINANCIAL PLANNING

TFC FINANCIAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

HARVARD SQUARE FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

HARVARD SQUARE FINANCIAL PLANNING

TRUST BUT VERIFY

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